Tax Shelter Experts

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Expertise Description: C.L.U., C.H.F.C. - Experienced insurance, legal, and accounting consultant with more than 25 years experience in the field. Expertise includes IRS audit assistance and support; 419e and 412i plan defense; tax laws; and stock market, mutual fund, and insurance losses. Additional expertise in Employee Benefit plans, Life Insurance, Estates, Trusts, and Pensions. Chartered Life Underwriter (C.L.U.). Chartered Financial Consultant (C.H.F.C.). More than 10 years expert witness experience... » Read Complete Profile
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Expertise Description: CFP, CDFA – Consulting expert with over 11 years comprehensive financial advisory experience gained as a registered representative of national wire-houses. Specializes in matters related to investment management by fiduciaries, trustees, personal representatives, and financial consultants, as well as adherence to SEC / FINRA standards of conduct for broker-dealers, registered investment advisors, and their representatives. Emphasis on investment analysis and decision-making processes / modern portfolio theory; asset allocation, diversification, risk... » Read Complete Profile

Disciplines And Expertise Index

Expert Witnesses, Consultants and Litigation Support Consultants by State